AWM
FBNC icon

Abound Wealth Management’s First Bancorp FBNC Stock Holding History

Abound Wealth Management’s Portfolio FBNC Stock Details FBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$362 – 1216
2024
Q1 		$362 Hold
10
– – ﹤0.01% 1041
2023
Q4 		$371 Buy
+10
New +$314 ﹤0.01% 1058

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Abound Wealth Management's FBNC Position: Q2 2024 in Review

Abound Wealth Management sold out of First Bancorp (FBNC) in Q2 2024, closing a stake of 10 shares — an estimated $362 sold.

Abound Wealth Management first reported a position in FBNC in Q4 2023 and held it in 2 quarters. The position peaked at $371 in Q4 2023. 188 funds tracked by Wall St. Rank hold FBNC as of Q2 2024.

  • Abound Wealth Management reported no remaining First Bancorp position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 10 First Bancorp shares in Q2 2024, an estimated $362.
  • Abound Wealth Management first reported a position in First Bancorp in Q4 2023 and held it in 2 quarters.
  • Abound Wealth Management's First Bancorp position peaked at $371 in Q4 2023.
  • 188 funds tracked by Wall St. Rank held First Bancorp as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.